See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,530 | $111,754-30.6% | $103,333-25.0% | $145,922-46.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.47% | 24.77%-19.3pp | 24.88%-19.4pp | 561.29%-555.8pp |
| Employer contribution / active EE | $4,523 | $4,212+7.4% | $3,868+16.9% | $4,660-2.9% |
| Participant deferral / active EE | $15,220 | $5,619+170.9% | $5,057+200.9% | $6,688+127.6% |
| Admin fee / account holder | $308 | $9,750-96.8% | $8,355-96.3% | $13,397-97.7% |